WFG Advisors’s America Movil AMX Stock Holding History

WFG Advisors’s Portfolio AMX Stock Details AMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-83	Closed	-$1K	–	1553
2016 Q3	$1K	Buy	83 +1	+1%	+$12	﹤0.01%	1447
2016 Q2	$1K	Hold	82	–	–	﹤0.01%	1431
2016 Q1	$1K	Hold	82	–	–	﹤0.01%	1391
2015 Q4	$1K	Buy	82 +2	+3%	+$33	﹤0.01%	1427
2015 Q3	$1K	Buy	80 +1	+1%	+$19	﹤0.01%	1471
2015 Q2	$2K	Hold	79	–	–	﹤0.01%	1464
2015 Q1	$2K	Sell	79 -386	-83%	-$8.27K	﹤0.01%	1518
2014 Q4	$10K	Sell	465 -201	-30%	-$4.68K	﹤0.01%	1449
2014 Q3	$17K	Buy	666 +5	+0.8%	+$120	﹤0.01%	1331
2014 Q2	$14K	Hold	661	–	–	﹤0.01%	1380
2014 Q1	$13K	Sell	661 -1,120	-63%	-$23.2K	﹤0.01%	1388
2013 Q4	$42K	Buy	1,781 +2	+0.1%	+$44	0.01%	1063
2013 Q3	$35K	Buy	1,779 +3	+0.2%	+$62	0.01%	1060
2013 Q2	$39K	Buy	+1,776	New	+$36.3K	0.01%	979

Other funds holding AMX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's AMX Position: Q4 2016 in Review

WFG Advisors sold out of America Movil (AMX) in Q4 2016, closing a stake of 83 shares — an estimated $1K sold.

WFG Advisors first reported a position in AMX in Q2 2013 and held it in 14 quarters. The position peaked at $42K in Q4 2013. 251 funds tracked by Wall St. Rank hold AMX as of Q4 2016.

WFG Advisors reported no remaining America Movil position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 83 America Movil shares in Q4 2016, an estimated $1K.
WFG Advisors first reported a position in America Movil in Q2 2013 and held it in 14 quarters.
WFG Advisors's America Movil position peaked at $42K in Q4 2013.
251 funds tracked by Wall St. Rank held America Movil as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.